Synergy Investment Management LLC

Jason Tucker is a CFA® charterholder affiliated with Synergy Investment Management LLC and has over 19 years of industry experience. He previously worked at Citigroup Global Markets Inc. from 2005 to 2024 before joining Synergy and LPL Financial in 2024. Synergy Investment Management, LLC serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, supported by proprietary quantitative tools.

Julia Adams is a financial advisor with Synergy Investment Management LLC, holding a Series 66 designation and one year of industry experience. She has worked at Synergy Investment Management and LPL Financial since 2023. Prior to her financial career, she was employed in various roles including at Fay Hu Dentistry and Bishop Moore High School. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to a broad client base including individuals, trusts, estates, businesses, and charitable organizations. The firm applies Modern Portfolio Theory in its investment strategy and employs proprietary quantitative models along with a held-away account platform to manage retirement accounts.

Michael Wicks is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Synergy Investment Management LLC and has previously worked at Private Advisor Group, LPL Financial, and Independent Financial Partners. Synergy Investment Management LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based investment approach that includes diversified portfolios of mutual funds, ETFs, individual securities, and alternative investments.

Jeffrey Ackler is a CFP® professional with 33 years of industry experience. He is currently an investment advisor representative at Synergy Investment Management LLC and has previously worked at Merit Financial Group, LLC and LPL Financial, LLC. Outside of his advisory work, he owns and operates a travel agency franchise, Cruise Planners - Blue Harbor Getaways LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for approximately 1,072 clients and employs a long-term, Modern Portfolio Theory–based investment approach utilizing diversified portfolios of mutual funds, ETFs, and other securities.

Thomas Henry is a financial advisor at Synergy Investment Management LLC with 39 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial LLC, Virtus Financial Partners, and The Principal Financial Group. In addition to his advisory role, he is involved in non-investment related business activities through TLH Financial, LLC for tax and investment purposes. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, and proprietary quantitative models to support portfolio construction and ongoing management.

Liam Riley is a financial advisor with Synergy Investment Management LLC holding a Series 65 designation. He has one year of industry experience, including roles at LPL Financial, Synergy Wealth Alliance, and Longship Group. Prior to his advisory career, he spent three years at the University of Central Florida and has experience working with the YMCA and Valencia College. Synergy Investment Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million for around 2,469 clients and employs a Modern Portfolio Theory-based approach, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Thomas Gerardi is a financial advisor with Synergy Investment Management LLC in Ocala, FL, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors LLC, and SunTrust Advisory Services. Synergy Investment Management is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets across approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach that incorporates a range of investment vehicles and proprietary quantitative tools.

Guy Davidson is a financial advisor at Synergy Investment Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with LPL Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he has been involved with Bluegrass Chic Floral, a business he operates alongside his advisory role. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm utilizes a Modern Portfolio Theory-based approach with a variety of investment vehicles and employs proprietary quantitative models and a held-away account platform to support its clients.

Solomon Shen is a financial advisor at Synergy Investment Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with LPL Financial, LLC and Merit Financial Group, LLC. Outside of his advisory work, he is the owner of Kick'N Ash BBQ, a home-based barbecue business. Synergy Investment Management provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients and employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.

Carrie Letsinger is a financial advisor at Synergy Investment Management LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cetera Advisors, and ProEquities. Carrie joined Synergy Investment Management in 2025, focusing primarily on investment advisory services. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to a diverse clientele including individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million and employs Modern Portfolio Theory-based strategies, proprietary quantitative models, and a held-away account platform to support comprehensive portfolio management.

Shari Flowers is a financial advisor at Synergy Investment Management LLC with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2013. Synergy Investment Management serves individuals, trusts, estates, businesses, and charitable organizations, managing over $461 million in assets for approximately 1,072 clients. The firm employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other securities, and incorporates proprietary quantitative tools in its investment process.

Roberto Yudice is a financial advisor at Synergy Investment Management LLC with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, LLC and LPL Financial LLC. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $460 million in assets and employs a long-term, Modern Portfolio Theory–based approach, utilizing diversified portfolios with mutual funds, ETFs, and other investment vehicles.

Jimmy Greene is a financial advisor at Synergy Investment Management LLC with 24 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and Cetera Advisors LLC. Greene also operates Greene Insurance Services of Orlando, Inc., an insurance agency he has owned since 2000. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for approximately 1,072 clients, offering discretionary portfolio management and financial planning with a long-term, Modern Portfolio Theory–based approach.

Christopher Claude Jr. is a financial advisor at Synergy Investment Management LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, LLC, Financial Services of Central Florida, Inc., and Integra Realty Resources. Synergy Investment Management, LLC is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and charitable organizations. The firm manages over $461 million in assets for more than 1,000 clients, employing a long-term, Modern Portfolio Theory–based approach that includes diversified portfolios with mutual funds, ETFs, individual securities, and alternative investments.

Levi Silvas is a financial advisor at Synergy Investment Management LLC with a Series 66 designation and four years of industry experience. He has worked at LPL Financial, LLC and held positions outside finance, including roles at Autosource and FedEx. Synergy Investment Management provides discretionary investment management, financial planning, and consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm manages approximately $681.5 million across about 2,469 clients, using a Modern Portfolio Theory approach with mutual funds, ETFs, individual securities, alternatives, and proprietary quantitative models.